VP, Equity Specialist, Private Banking

Captar Partners
Hong Kong, Hong Kong
HKD1200000 - HKD1500000 per annum
Mar 24, 2021
Apr 23, 2021
Industry Sector
Finance - General
Employment Type
Full Time
  • Global Exposure
  • Great Salary Increment
  • Great Working Culture

company overview.
This leading European private bank is looking for a seasoned Investment Specialist focusing on Equities to join their team due to great success in their business to establish and lead the marketing activities of Equity Proposition for Wealth Management in Asia and Global offices. You will be joining a team of 4 reporting to the Head of Product Specialist in the bank.

job scope.
As the Equity Specialist in the leading European private bank, your key responsibility will be to:
  • Create and distribute timely investment advice in the Equity asset class, in line with the House view & taking advantage of prevailing market conditions and themes.
  • Selecting stocks primarily in Asia and broadly in Global Markets for Advisory purpose
  • Communicate broadly (high convictions, account review, stock proposal) via email, presentations or proposals
  • Following up on recommendations (performance, communication, risk exposure)
  • Build a strong partnership with the Front and Investment Specialist team through proposal, review, communication and marketing efforts
  • Analyze the book of business for opportunities and liaise with Front and Investment Specialist to identify needs and priorities
  • Maintain a strong partnership with the Equity Research team for alignment of recommendations and communications
  • Work closely with Structured Products Team for ideas proposition
  • Maintaining a strong compliance culture with all relevant local laws, regulatory requirements, in-house directives and procedures

  • Graduate degree in economics, business, finance or similar subject. Ideally a post-graduate degree such as a Master's degree, MBA, CIIA or CFA
  • Solid experience in Equity Advisory for 8-10 years, preferably a Vice-President Grade
  • Excellent understanding of financial markets, knowledge of markets, sectors, fundamentals, valuations, style investing, technical and charts
  • Excellent marketing and communication skills (verbal/written), ability to articulate a short and convincing pitch. Solid public-speaking and presentation skills
  • Strong analytical and problem-solving skills
  • Very proactive and results oriented
  • Strong team spirit and ability to partner with other teams in Investment Platforms
  • Fluent in English, Mandarin and Cantonese
If you're interested in this role, please click 'apply now'. Alternatively, for a confidential discussion on this role or to find out more opportunities in Private Banking, please contact Cathleen Chen at +852 3653 5247

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